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Your CashBooks

Select a cashbook to manage your accounts and transactions, or create a new one to get started.

LV are connected to LedgerVault for SBA New Lynn / Mt Eden. are not in Cashbook yet.
NameStatusGST Return StatusNo. Unrecon. TransactionsActions
Kowhai Plumbing LtdConnectedDue in 12 days (28 Oct)41
Manuka Joinery Holdings LtdActivatedOverdue by 4 days (12 Oct)7
Hillcrest Dairy PartnershipActivated

Import CashBooks from LedgerVault

Choose organisations already connected to LedgerVault. Cashbook creates one cashbook for each, as Connected, from the start of its current financial year.

Fixed assets and the cut-over date are chosen per cashbook afterwards, in its settings.

Organisations

Every Xero organisation SBA New Lynn / Mt Eden has connected, and where each one is used.

Choose the Xero organisations to import into Cashbook. Tick them below, then press Transfer to Cashbook. Only organisations not in Cashbook yet are shown.
Xero organisations connected to LedgerVault
Xero organisations in Cashbook
Xero organisations not in Cashbook yet
selected
OrganisationXero connectionConnected onCashbookReviewPal
No organisations here yet.

Connect Xero organisations

Sign in with Xero and choose the organisations to connect. No cashbook is created.

  • Connect every organisation your branch looks after, even ones that will not become a cashbook.
  • Each organisation goes through Xero consent once, then any Atas app can use it.

Transfer organisations to Cashbook?

A cashbook is created for each one, using the default import settings.

Transferring to Cashbook

of organisations done.

Transfer finished

transferred, failed. Failed organisations stay in LedgerVault and can be retried.